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Vanguard Short-Term Inflation-Protected Securities Index Fund
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Overview Fund Activity

754 hedge funds and large institutions have $7.56B invested in Vanguard Short-Term Inflation-Protected Securities Index Fund in 2024 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 322 increasing their positions, 224 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
754
Holders Change
+64
Holders Change %
+9.28%
% of All Funds
10.04%
Holding in Top 10
64
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+36.17%
% of All Funds
0.85%
New
124
Increased
322
Reduced
224
Closed
52
Calls
$436K
Puts
$5K
Net Calls
+$431K
Net Calls Change
+$121K

Top Buyers

1
EP
Essential Planning
New Hampshire
+$328M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$87.5M
3
WANY
Wealthspire Advisors (New York)
New York
+$35.7M
4
SFS
Strategic Financial Services
New York
+$34.3M
5
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$29.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.1M
3
KAS
Kestra Advisory Services
Texas
-$20.3M
4
Betterment LLC
Betterment LLC
New York
-$14.1M
5
PP
Prosperity Planning
Missouri
-$13.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
401
Jones Financial Companies
Missouri
$889K +$544K +11,245 +158%
AWM
402
Apollon Wealth Management
South Carolina
$883K -$233K -4,807 -21%
HWM
403
Hemington Wealth Management
Virginia
$876K – – –
OMC
404
Old Mission Capital
Illinois
$867K +$867K +17,914 New
GWM
405
Geneos Wealth Management
Colorado
$862K -$250K -5,154 -22%
EAM
406
Evanson Asset Management
California
$851K +$362K +7,479 +74%
MADFP
407
Michael A Dubis Financial Planning
Wisconsin
$851K +$851K +17,571 New
JSL
408
JT Stratford LLC
Georgia
$844K -$63.5K -1,311 -7%
EFS
409
Essex Financial Services
Connecticut
$843K – – –
LFAS
410
Level Four Advisory Services
Texas
$842K +$21.5K +443 +3%
LKBC
411
L.K. Benson & Company
Maryland
$841K +$841K +17,362 New
SRA
412
Secured Retirement Advisors
Minnesota
$837K -$3.15K -65 -0.4%
CAAM
413
Cornerstone Advisors Asset Management
Pennsylvania
$835K -$76.9K -1,589 -8%
AWA
414
Arete Wealth Advisors
Illinois
$835K +$6.1K +126 +0.7%
ClearBridge Investments
415
ClearBridge Investments
New York
$823K – – –
SF
416
Synovus Financial
Georgia
$821K -$440K -9,077 -35%
SI
417
SimpliFi Inc
California
$820K +$10.8K +223 +1%
SA
418
Stewardship Advisors
Pennsylvania
$818K +$208K +4,286 +34%
WG
419
Wealth Group
North Carolina
$809K +$108K +2,223 +15%
AWM
420
AllSquare Wealth Management
New York
$800K -$24.9K -515 -3%
PG
421
Prostatis Group
Maryland
$796K -$40.3K -832 -5%
PCA
422
Pallas Capital Advisors
Massachusetts
$795K -$59.8K -1,235 -7%
IAN
423
Integrated Advisors Network
Texas
$793K +$320K +6,607 +68%
PHWM
424
Pine Harbor Wealth Management
Maryland
$781K -$255K -5,263 -25%
NL
425
NWAM LLC
Washington
$778K +$112K +2,308 +17%
15 16
17
18 19